Civic Intelligence

The Valley Foundation

990 • Fiscal year 2020 • EIN 23-7352886

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

Organization ProfileN/A

View Organization Page

301 Governors Drive SWHuntsville, AL 35801

(256) 539-7757

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.25x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.36x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

55th percentile

6.2%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$1,629,076

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

5.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$14,705,356

Up $1,405,575 (+11%) from 2019

Net Assets

Up

$11,040,732

Up $644,623 (+6.2%) from 2019

Liabilities

Up

$3,664,624

Up $760,952 (+26%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin55th percentile

Revenue

Up

$10,177,445

Up $518,164 (+5.4%) from 2019

Expenses

Up

$9,549,838

Up $414,810 (+4.5%) from 2019

Net Income

Up

$627,607

Up $103,354 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2014: $10,157,473Liabilities 2014: $1,426,823Net Assets 2014: $8,730,6502014Assets 2015: $10,339,927Liabilities 2015: $1,432,208Net Assets 2015: $8,907,7192015Assets 2016: $10,280,624Liabilities 2016: $921,883Net Assets 2016: $9,358,7412016Assets 2017: $11,040,917Liabilities 2017: $1,203,719Net Assets 2017: $9,837,1982017Assets 2018: $12,387,223Liabilities 2018: $2,390,961Net Assets 2018: $9,996,2622018Assets 2019: $13,299,781Liabilities 2019: $2,903,672Net Assets 2019: $10,396,1092019Assets 2020: $14,705,356Liabilities 2020: $3,664,624Net Assets 2020: $11,040,7322020Assets 2021: $15,802,575Liabilities 2021: $1,345,433Net Assets 2021: $14,457,1422021Assets 2022: $16,428,294Liabilities 2022: $1,574,493Net Assets 2022: $14,853,8012022Assets 2024: $23,817,639Liabilities 2024: $1,700,903Net Assets 2024: $22,116,7362024

Highlighted filing

2020

Assets$14,705,356
Liabilities$3,664,624
Net Assets$11,040,732
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Revenue 2014: $9,017,294Expenses 2014: $8,499,869Net Income 2014: $517,4252014Revenue 2015: $9,015,725Expenses 2015: $8,484,635Net Income 2015: $531,0902015Revenue 2016: $7,223,038Expenses 2016: $7,074,287Net Income 2016: $148,7512016Revenue 2017: $8,415,262Expenses 2017: $8,169,911Net Income 2017: $245,3512017Revenue 2018: $9,790,140Expenses 2018: $9,715,860Net Income 2018: $74,2802018Revenue 2019: $9,659,281Expenses 2019: $9,135,028Net Income 2019: $524,2532019Revenue 2020: $10,177,445Expenses 2020: $9,549,838Net Income 2020: $627,6072020Revenue 2021: $12,088,655Expenses 2021: $10,111,355Net Income 2021: $1,977,3002021Revenue 2022: $13,863,490Expenses 2022: $11,635,881Net Income 2022: $2,227,6092022Revenue 2024: $15,184,108Expenses 2024: $12,545,708Net Income 2024: $2,638,4002024

Highlighted filing

2020

Revenue$10,177,445
Expenses$9,549,838
Net Income$627,607
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.2
Gross Receipts
$10,337,830
Mission and Program Overview

Mission

To gratefully treat all patients and staff with compassion, respect and understanding while providing the highest quality medical care and service available in north alabama. We are dedicated to satisfying the individual needs of our patients through providing easy access to services in a safe and caring environment where everyone feels special. The school of medicine is dedicated to the education of physicians and scientists in all of the disciplines of medicine and biomedical investigation for careers in practice, teaching and research. Necessary to this educational mission is the provision of outstanding medical care and services and the enhancement of new knowledge through clinical and basic biomedical research.

The foundation provides assistance to the university of alabama at birmingham for its medical education, training, and research programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,179,391$8,088,390▼ $91,001
Savings and Temporary Cash Investments$3,879,535$5,631,351▲ $1,751,816
Accounts Receivable$1,237,327$985,004▼ $252,323
Land, Buildings, and Equipment, Net$2,917$0▼ $2,917
Cash and Non-Interest-Bearing Accounts$611$611→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$13,299,781$14,705,356▲ $1,405,575
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,903,672$3,009,828▲ $106,156
Other Liabilities$0$654,796▲ $654,796
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,903,672$3,664,624▲ $760,952
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,396,109$11,040,732▲ $644,623
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$10,396,109$11,040,732▲ $644,623
Total Liabilities and Net Assets / Fund Balance$13,299,781$14,705,356▲ $1,405,575

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$135,332$135,332
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Roger SmalliganPresident / CEOPT$268,686$79,362$348,048
Dr Alan BaggettPhysicianPT$203,455$52,922$256,377
Mr W Scott BenceTreasurerFT$169,527$68,162$237,689
Mr John FanningBoard Member (as of 10/19)PT$136,000$48,162$184,162
Dr Katherine MoodyPhysicianFT$139,249$42,272$181,521
Dr Marsha DaniellPhysicianFT$120,242$51,395$171,637
Dr Farrah IbrahimPhysicianPT$116,368$54,326$170,694
Ms Paula WyreSecretaryPT$128,888$34,655$163,543
Dr Parekha YedlaPhysicianFT$109,910$53,325$163,235
Dr Nancy BlevinsBoard MemberFT$87,279$68,756$156,035
Dr Patrice Knight MdBoard Member (until 09/20)PT$11,672$26,478$38,150

Board Members and Trustees

NameTitle
Dr Selwyn Vickers MdChairman of the Board
Dr Lakshmi NallamalaBoard Member
Hon Schuyler RichardsonBoard Member
Mr Charles H JonesBoard Member
Mr Dana TownBoard Member
Mr Devyn KeithBoard Member
Mr John WynnBoard Member
Mr Michael AhearnBoard Member
Mr Peter LoweBoard Member
Mr Ronald GrayBoard Member
Mr Thomas YoungBoard Member
Mr Tim HowardBoard Member
Mr William Britt SextonBoard Member
Ms Dawn BulgarellaBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,992,884
Investment Income
$184,561
Other Revenue
$0
Change in Net Assets
$627,607

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,177,445
Revenue Not Reported on Form 990
$-1,296,827
Total Revenue per Audited Statements
$8,880,618
Total Revenue per Form 990
$10,177,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,913,541
Salaries, Compensation, and Employee Benefits$4,516,297
Grants and Similar Amounts Paid$120,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,069,937--$3,069,937
Current Officers, Directors, Trustees, and Key Employees$952,819--$952,819
Other Employee Benefits$303,766--$303,766
Fees for Services Other$202,903$31,528-$234,431
Payroll Taxes$189,775--$189,775
Insurance$118,017$4,732-$122,749
Grants to Domestic Orgs$120,000--$120,000
Fees for Services Accounting-$56,070-$56,070
Other Expenses$32,672$9,797-$32,672
Occupancy$21,147$3,788-$24,935
Travel$651$15,258-$15,909
All Other Expenses$13,018--$13,018
Fees for Service Investment Mgmnt Fees-$10,711-$10,711
Office Expenses$3,778$3,640-$7,418
Advertising$4,770$1,726-$6,496
Conferences and Meetings$4,638--$4,638
Depreciation Depletion$2,917--$2,917
Information Technology-$2,271-$2,271
Total Functional Expenses$9,410,317$139,521$0$9,549,838

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,549,838
Expenses per Audited Statements$8,235,995
Total Expenses per Audited Statements$8,235,995
Expenses Not Reported on Financial Statements$1,313,843
Other Expense Adjustments$1,303,132
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Alabama School of MedicineBirmingham, AL501(c)(3)Sprt Acad. Mission$120,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cares Act Funding$654,796
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, LINE 2:

“Michael ahearn and peter lowe - family relationship”

FORM 990, PART VI, LINE 11B:

“The finance committee and the board of directors review the form 990 before it is filed.”

FORM 990, PART VI, LINE 12C:

“Annual disclosures are made and submitted to legal counsel for review and mitigation suggestions. An ad-hoc committee of the board then reviews and enforces compliance with the policy.”

FORM 990, PART VI, LINES 15A & 15B:

“The compensation committee of board retains sole approval authority for compensation and is comprised of independent directors. The compensation committee reviews and compares current salary to national salary/wage data for similarly situated individuals.”

FORM 990, PART VI, LINE 19:

“The valley foundation makes its governing documents, conflict of interest policy and financial statements available to the public only upon request.”

Filing and Contact Details

Filer

Filer Name
The Valley Foundation
EIN
23-7352886
In Care Of
% W SCOTT BENCE
Phone
2565397757
Address
301 GOVERNORS DRIVE SW, HUNTSVILLE, AL 35801

Signing Officer

Name
W Scott Bence
Title
Treasurer
Phone
2565397757
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Smalligan
Formed
1973
Legal Domicile
Al
Voting Board Members
17
Independent Board Members
10
Employees
39
Volunteers
12

Preparer

Firm
PricewaterhouseCoopers LLP
Address
600 13TH STREET NW STE 1000, WASHINGTON, DC 20005
Preparer
Travis L Patton
Phone
2024141000
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D:

“Provision for bad debts: ($1,303,132) investment expenses: ($10,711) ----------- total: ($1,313,843)”

PART XII, LINE 4B:

“Provision for bad debts: $1,303,132”

Raw XML AppendixShowing 400 of 909 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,705,356
Liabilities
$3,664,624
Net assets
$11,040,732
Revenue
$10,177,445
Expenses
$9,549,838
Net income
$627,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$1.70$22.1$15.2$12.5$2.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$1.57$14.9$13.9$11.6$2.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$1.35$14.5$12.1$10.1$1.98
2020Detailed filing. Detailed filing data is available for this year.$14.7$3.66$11.0$10.2$9.55$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$2.90$10.4$9.66$9.14$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$2.39$10.00$9.79$9.72$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.20$9.84$8.42$8.17$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.92$9.36$7.22$7.07$0.15
2015Detailed filing. Detailed filing data is available for this year.$10.3$1.43$8.91$9.02$8.48$0.53
2014Detailed filing. Detailed filing data is available for this year.$10.2$1.43$8.73$9.02$8.50$0.52